Welspire provides investment advice to individuals, high net worth individuals, trusts, estates, and small businesses. Welspire offers customized investment solutions through personal contact, providing both discretionary and non-discretionary investment management and consulting services. They work with clients to identify their investment goals, risk tolerance, and financial situation to create a portfolio strategy using low-cost, diversified mutual funds, exchange-traded funds, variable annuities, and potentially individual stocks and bonds.
Fee Structure
Welspire's investment management fees are based on the value of your investments and are charged quarterly, in advance. The annual fee can be up to 1.10%, depending on the complexity of the services, the amount of assets managed, and the overall relationship. Existing clients may have different fee schedules, including tiered schedules. Fees may be negotiable.